GovChime
AWARDDELIVERY ORDEROther than small business

Delivery order 16PBGC19F0004BOLTON PARTNERS, INC.

Overview

Award facts

Net obligations
$15.76M
$15,759,366of $26.97M potential value
Outlays (paid to date)
$8.28M
$8.28M paid of $15.76M obligated$8,276,489
Period of performance
Dec 21, 2018 to Jul 31, 2024
Ended
Modifications
34
Latest action Oct 29, 2024
Contract type
Delivery order
PIID 16PBGC19F0004

Contract value is the most the government could spend; obligations are what it has legally committed; outlays are what it has actually paid.

Description of requirement

ACTUARIAL ANALYSIS SERVICES

Dates and value

Award date
Signed on Dec 21, 2018
Potential end of performance
Jul 30, 2024
Current value
$20,528,524Base and exercised options
Potential value (if all options are exercised)
$26,969,877
Parent contract vehicle
GS23F0019X (FSS, multiple award) — 16 orders recorded under it

Obligations by fiscal year of action

  • FY2025: -$1,591,399 (de-obligation)
  • FY2024: $932,007
  • FY2023: $3,048,351
  • FY2022: $3,833,150
  • FY2021: $2,489,516
  • FY2020: $3,739,586
  • FY2019: $3,308,155

Total across 7 fiscal years: $15,759,366

Net de-obligation in that fiscal year (obligations withdrawn).

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Oct 29, 2024. View on USAspending · Recipient on SAM.gov

Recipient

NameBOLTON PARTNERS, INC.
LocationTOWSON, MD
UEIQKWJJT8KENH5
CAGE code1VUM8
Business sizeOther than small businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyBOLTON PARTNERS, INC.

Business types and certifications

For-profit organizationCorporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Pension Benefit Guaranty Corporation
  2. PENSION BENEFIT GUARANTY CORP
Funded by
  1. Pension Benefit Guaranty Corporation
  2. PENSION BENEFIT GUARANTY CORP
Funded from
Multiemployer - administrative expenses - special financial assistance; Administrative expensesProgram activities016-4204Federal accounts (agency financial reports)

Place of performance

Place of performance
Washington, District Of Columbia County, District Of Columbia 20005-4026
Congressional district (place of performance)
DC-98As reported at the time of the action

Classification and competition

Classification

NAICS
541611ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product or service (PSC)
R710SUPPORT- MANAGEMENT: FINANCIAL (service)

Competition

Extent competed
Full and open competitionA
Solicitation procedures
Subject to multiple award fair opportunityMAFO
Set-aside
Not reported
Contract pricing
Labor hoursZ
Offers received
3

Solicitation and notices

Solicitation ID
16PBGC18Q0035(as reported)

Contract details

Subcontracting plan
Plan not requiredB
Certified cost or pricing data
No
Service Contract Act labor standards
No
Commercial procedures
Commercial products/servicesA
Government-furnished property
Transaction does not use GFE/GFPN
Bundled requirement
Not bundledH
Consolidated requirement
Not consolidatedD
Undefinitized action (terms not final)
No
Performance-based service acquisition
No - service where PBA is not used.N

Transaction history

Modification history

Base award
Dec 21, 2018Base obligation at award: $2,500,000
Latest action
Oct 29, 2024 — Funding onlyModification P00035; obligation change -$1,591,399; funding only: changes obligations, not scope
Latest substantive action
Jun 18, 2024 — Supplemental agreement (within scope)Modification P00034; obligation change +$334,716
Latest funding action
Oct 29, 2024 — Funding onlyModification P00035; obligation change -$1,591,399; funding only: changes obligations, not scope
Actions by type
  • Base award1
  • Supplemental agreement (within scope)14
  • Funding only14
  • Option exercised5
  • Other administrative action1
35 actions recorded, Dec 21, 2018 to Oct 29, 2024; each action counted once.

All contract data

All contract data

Every other field reported for this award, as of its latest reported action

Competition

Evaluation preference
No preference used
Local area set-aside
No
Synopsized publicly (SAM.gov / FedBizOpps)
Yes
Simplified procedures for commercial items
No
A-76 (FAIR Act) action
No

Pricing and financing

Paid by purchase card
No

Socio-economic and policy

Inherently governmental functions
Other functionsOT
Recovered materials and sustainability
No clauses included and no sustainability includedC
EPA-designated product
Not requiredE
Clinger-Cohen Act planning (IT)
No
Construction wage rates (Davis-Bacon)
No

Place and origin

Domestic or foreign entity
U.S. owned businessA
Country of product or service origin
United statesUSA
Place of manufacture
Not a manufactured end productC

Structure

Award or IDV
Award
Award type
Delivery orderC
Parent vehicle type
FSSC
Parent vehicle: multiple or single award
Multiple awardM
Parent vehicle agency
Federal Acquisition Service4732
Awarding agency code
1602
Awarding sub-tier code
1665
Contracting office code
16PBGC
Transactions recorded under this award key
35

Funding

Funding agency code
1602
Funding sub-tier code
1665
Funding office code
16PBGC
Treasury accounts
  • 016-2021/2030-4204-000
  • 016-X-4204-000
Object classes
  • 25.2: Other services from non-Federal sources
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression
  • V: Non-emergency P.L. 117-2
COVID-19 supplemental obligations
$4,370,678
COVID-19 supplemental outlays
$2,739,464